Our

Vacancies

Legal Secretary – Trusts and Estates

  • Thriving Trusts and Estates team in a forward thinking business

  • Great company culture in the heart of Christchurch

  • Be part of a supportive and fun team

 

Cavell Leitch was founded in 1923, and has an on-going commitment to delivering outstanding service to our clients. We have built a reputation for maintaining close and dependable relationships with our clients, in many cases acting for several generations of the same family and handling all of their needs as they develop and change.

 

Thanks to a very busy practice, we have the opportunity for a positive and supportive Legal Secretary to provide support to authors and in trust administration in our Trusts and Estates team. 

 

Reporting to the Trust and Estate Partners, in this full-time role you will be expected to support authors in the team and assist with the management of the administration of trusts that the firm manages, including:

 

  • Preparing legal letters/documents using precedents and ADLS forms

  • Manage client contact

  • Maintain diaires for authors

  • Assist with special client initiatives

  • Manage and maintain the filing systems in an efficient manner

  • Complete all compliance requirements according to firm policy, including completion of client due diligence for AML requirements.

  • Monitoring gifting and annual meeting due dates

  • Preparing and sending letters of engagement for gifting & requesting annual appointments/reviews, latest financial statements from accountants

  • Scheduling trust administration appointments

  • Preparing documentation in relation to trusts including receiving and checking financials and updating our client trust system

  • Liaising with accountants re gifting, annual meetings and financial statements

  • Preparing files for author meetings with clients on trust administration matters

  • Arranging for trust administration documents to be signed by independent trustees

  • Attending to billing, reporting to client and accountant, updating the client trust system and workflow and filing any original documents in deeds

 

We are looking for someone who is well organised, process driven and able to work independently and as part of a team. Reliability and high attention to detail is also a must.

 

Good computer skills would help, as would knowledge of Infinity (but we don’t expect an IT expert).

 

In return, you have the opportunity to build a long-term career with one of the South Island’s leading law practices. Cavell Leitch has a positive and supportive culture and is very mindful of the contribution of its team, driving a great balance of high quality service to our clients, professional expertise, very competitive salary/benefits packages with a strong social scene and wider community engagement/involvement.

Applicants must have the necessary rights to work in New Zealand.

We will not be accepting any applications through agencies at this time.

If you wish to find out more about the opportunity or you wish to submit your application, including a covering letter and Curriculum Vitae please contact Kimberley Sewell, HR Advisor on kimberley.sewell@cavell.co.nz

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Level 3, BNZ Centre
111 Cashel Mall
Christchurch 8011

PO Box 799
Christchurch 8140

Telephone: +64 3 379 9940

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